HSBC Business Cycles Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 20-08-2014
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.29% As on (30-08-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 976.99 Cr As on 30-08-2024(Source:AMFI)
Turn over: 28% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

44.2431

15.89%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 9 Months
9 Years 10 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.23
Sharpe Ratio 1.23
Alpha 6.02
Beta 1.0
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Business Cycles Fund - Regular Growth 20-08-2014 51.11 33.89 25.4 25.61 15.73
HDFC Defence Fund - Growth Option 05-06-2023 81.86 - - - -
Franklin India Opportunities Fund - Growth 05-02-2000 65.93 46.25 29.01 30.93 18.16
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 56.44 - - - -
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 55.92 - - - -
ICICI Prudential Innovation Fund - Growth 05-04-2023 53.34 - - - -
HDFC Housing Opportunities Fund - Growth Option 06-12-2017 45.37 34.24 23.61 22.86 -
Nippon India Innovation Fund-Regular Plan-Growth Option 29-08-2023 44.47 - - - -
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 44.39 - - - -
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 43.97 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

43.18%

Others

2.81%

Large Cap

43.56%

Mid Cap

10.45%

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